Client Relationship Manager - Private Wealth

Markets Group produces in-person and virtual forums that help the investment management industry engage face-to-face. Founded in 2009, Markets Group brings together the investment management community for peer-driven thought leadership experiences that provide a platform for education, business development, and networking. With a track record of over 900 events in more than 30 countries, our forums present a unique opportunity for managers and investors to achieve a premium return on their time.

BUSINESS SEGMENTS

• Alternative Investments: Forums covering the full alternative investment spectrum, including hedge funds, digital assets, credit, AI, and private equity.
• Institutional Investors: Multi-asset forums for public and corporate pensions, foundations, endowments, insurance, and investment consultants.
• Private Wealth: Asset allocation and asset protection forums for family offices, private banks, wealth managers, and RIAs.
• Real Estate: Forums for institutional and private wealth investors who allocate to real estate.
• Private Equity: Private market investments from venture to buyout.

THE POSITION

We are looking for a detail-oriented, proactive, and ambitious individual to join our Private Wealth - LatAm & Canada team. The Client Relations Manager will use outreach methods to maintain and expand a network of relationships, supporting our successful portfolio of existing conferences and retreats across multiple business verticals.

KEY RESPONSABILITIES

• Conduct initial investor outreach by telephone and email to secure calls and meetings with prospects.
• Strategize with client account leads on a weekly basis to review opportunities, ensure solutions are effectively positioned, and accurately forecast prospective business.
• Schedule, manage and coordinate client and prospect calls, meetings and events, including preparation and follow-up on behalf of clients and team managers.
• Collaborate with senior management to develop strategic and tactical plans to achieve annual revenue targets.
• Manage and prioritize opportunities to strengthen client relationships, accelerate decision-making and drive revenue growth through increased utilization.
• Develop a clear understanding of the sales process and Markets Group's products, services and value propositions.
• Maintain accurate and up-to-date client and prospect information within the CRM database and related applications.
• Work with the Sponsorship Sales Manager to prepare and deliver requests for proposals and information in a timely, accurate and professional manner.
• Support strategic client accounts by facilitating investor meetings, collecting event deliverables and coordinating sponsorship commitments.
• Organize, produce and manage collateral materials required for conferences.
• Spanish or French proficiency is a plus.

BENEFITS

• Competitive Health Coverage: Medical, dental and vision insurance, with coverage from day one.
• Financial Wellbeing: Retirement savings plan with a company contribution, alongside additional financial benefits.
• Generous Paid Time Off: 20 days of annual PTO, five additional sick days, a birthday day off and two paid volunteer days.
• Work-Life Balance: Flexible working hours and a permanent four-and-a-half-day workweek, with an early finish every Friday at 1 PM.
• Employee Wellbeing: Access to additional healthcare, mental health and wellbeing services.

Markets Group is an equal opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local laws.

We are committed to fostering an inclusive and respectful workplace where everyone has the opportunity to contribute, grow and succeed.